Greystone Financial Group’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.59M | Buy |
12,761
+939
| +8% | +$412K | 0.92% | 39 |
|
|
2025
Q1 | $4.38M | Buy |
11,822
+1,015
| +9% | +$376K | 0.8% | 42 |
|
|
2024
Q4 | $4.44M | Buy |
10,807
+1,219
| +13% | +$500K | 0.77% | 43 |
|
|
2024
Q3 | $3.68M | Sell |
9,588
-2,730
| -22% | -$1.05M | 0.66% | 43 |
|
|
2024
Q2 | $4.61M | Buy |
12,318
+243
| +2% | +$90.9K | 0.9% | 42 |
|
|
2024
Q1 | $4.16M | Buy |
12,075
+325
| +3% | +$112K | 0.83% | 44 |
|
|
2023
Q4 | $3.65M | Sell |
11,750
-2,334
| -17% | -$726K | 0.85% | 46 |
|
|
2023
Q3 | $3.84M | Buy |
14,084
+2,842
| +25% | +$774K | 0.96% | 44 |
|
|
2023
Q2 | $3.18M | Buy |
11,242
+4,131
| +58% | +$1.17M | 0.74% | 48 |
|
|
2023
Q1 | $1.77M | Sell |
7,111
-138
| -2% | -$34.4K | 0.45% | 45 |
|
|
2022
Q4 | $1.54M | Buy |
7,249
+1,935
| +36% | +$412K | 0.45% | 40 |
|
|
2022
Q3 | $1.14M | Buy |
+5,314
| New | +$1.14M | 0.39% | 45 |
|